Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,883 | $88,754+357.3% | $81,820+396.1% | $145,877+178.2% |
| Participation rate | 95.2% | 75.1%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 17.20% | 1031.77%-1014.6pp | 777.93%-760.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $11,985 | $3,085+288.4% | $2,915+311.1% | $4,663+157.0% |
| Participant deferral / active EE | $13,550 | $4,648+191.5% | $4,323+213.5% | $6,691+102.5% |
| Admin fee / account holder | $37,705 | $8,424+347.6% | $7,391+410.2% | $13,402+181.3% |